Advanced Medical Solutions Share Discussion Threads

[dealit] 18/11/2024 16:57

It would seem that the takeover rumours were unsubstantiated. We could do with some positive product news IMHO.

[dealit] 01/11/2024 15:48

Octopus investments purchased a million+ shares on 30/10/24 and a good rise today.

[wad collector] 30/10/2024 20:40

Given the budget , volume not surprising, and clearly the issue is IHT not a bid sadly.

[mammyoko] 30/10/2024 15:52

Some unusual volume here in last three trading days. Nearly 4 times as many trades today as normal

[mh00610] 30/10/2024 14:07

Is there a bid coming?

[bulltradept] 25/10/2024 14:23

Not enough clearly.

[dealit] 11/10/2024 07:46

Always good to see Directors buying:-Winsford, UK: Advanced Medical Solutions Group plc (AIM: AMS), the world-leading specialist in tissue-healing technologies, announces that it was notified on 10 October 2024 that on the same day Grahame Cook, Non-Executive Director, purchased 48,864 ordinary shares of 5p each ("Ordinary Shares") at a price of 205.25p per Ordinary Share.

[bjfanc] 03/10/2024 17:53

Maybe it's time to go for a full listing on the main market. With the aim, in due course of getting into the FTSE 250.

[dealit] 03/10/2024 15:49

I cannot understand why AMS cannot give out a statement denying the rumours.

[realbernie] 03/10/2024 15:06

Have been watching AMS after their interims and it's an odd one. There was the (clearly false) rumour of bid interest from buyout firm Inflexion "and others". But looking at the numbers from the acquisition of Peters Surgical, they had sales of €84m to y/e of 31/12/23 with expected growth of 4% this year. That coincides with AMS's y/e date so the completion of the acquisition on 1/7/24 is timed to coincide with the 1H point.
AMS's 1H rev was £68m, and €84m+4% = around £73m.
Doing the linear extrapolation implies the FY outturn for AMS would be rev of 2 x £68 + 73/2 = £172m.
SharePad forecasts are £178.4m so it's about right.
Maybe this is a high-probability entry point, or maybe something's up that the market seems to be indicating, albeit on low volume. Normally talk of one or more buyout firms circling would be more supportive of the share price, and the fact that a specific one - Inflexion - was named would make a false ramp unlikely.

[doobz] 03/10/2024 09:12

needs to find support soon or it could head to 180, latest rns all looked great

[stable] 24/9/2024 19:15

Chart looking difficult to have any confident view but currently I keep watching a drop to around 216. The high rise recently must have been based on news not rumour, I will keep my hand in my pockets and my no talking continuing, I suspect another fall below 216 and then another reversal.

[dealit] 20/9/2024 16:11

I felt that the increase in the share price was over done due to the rumours in the city involving AMS possibly talking to interested buyout investment Companies. The robust results from AMS plus the dividend increase of 10% will steady things down hopefully to around 250p. IMHO AMS are worth considerably more than today closing price.

[wad collector] 20/9/2024 13:14

No response from AMS about that bid rumour is probably eroding the share price today.

[smartmoney100] 18/9/2024 08:12

Sky last evening: hxxps://news.sky.com/story/london-listed-medical-group-ams-draws-private-equity-interest-13216821

[bjfanc] 18/9/2024 07:40

The numbers back up the logic and strategy of the acquisitions. Whilst the growth of liquiband shines through.

[dealit] 18/9/2024 07:25

I too a long time holder and agree with your assessment "anteos". Up 21p today something s going on i.e. takeover maybe.

[anteos] 18/9/2024 07:17

Hi

Long term holder of AMS here. Looking at the results the profits seems down due to one off acquisition costs. So going forward if we integrate Peters surgical correctly we could be looking at 200m+ revenue for FY25. I think they said high single digit eps for FY25.

I always thought the end game for AMS would be a takeover from another Pharma. I hope PE do not acquire us on the cheap as going forward the Peters acquisition could be transformative.

Thanks for the info.

[dealit] 18/9/2024 06:27

Results are IMHO in bit mixed.

[dealit] 17/9/2024 20:19

kooba, thanks for the post. I would not be shocked if it is true, what price for a Company that are in profit with a good product line. Only time will tell IMHO.

[kooba] 17/9/2024 18:44

https://news.sky.com/story/london-listed-medical-group-ams-draws-private-equity-interest-13216821

[dealit] 06/9/2024 20:06

Hopefully results on the 18th will steady the s/p.

[stable] 06/9/2024 10:09

att wad collector re yours of the 22ndvAugust, I do as you requested, but talking to myself the charts are in that place that leaves doubts and it must be watched closeley.
I still have a feeling that it is set for another fall ( not big) but I want to see some support

[wad collector] 22/8/2024 08:37

Sometimes when I have nothing to say I say nothing.

[stable] 19/8/2024 09:17

I still feel that the mm's are playing around with the share as no news has
left the with no thing to influence market, Chart is just threatening to go above the 250( and hold)
The rise and fall of late has been influenced by the us stock market and currency performance
What this means i have not a clue,but I do suspect that we are stuck in the current range until we have news.